SWM

Selective Wealth Management Portfolio holdings

AUM $320M
1-Year Est. Return 11.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.09M
3
+$8.54M
4
INTC icon
Intel
INTC
+$8.17M
5
CRM icon
Salesforce
CRM
+$6.97M

Top Sells

1
+$3.14M
2
+$2.31M
3
+$1.6M
4
JPM icon
JPMorgan Chase
JPM
+$1.24M
5
LOW icon
Lowe's Companies
LOW
+$1.17M

Sector Composition

1 Technology 29.84%
2 Consumer Discretionary 16.83%
3 Communication Services 9.85%
4 Financials 6.04%
5 Healthcare 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$42K 0.02%
2,575
+800
277
$42K 0.02%
135
+35
278
$41K 0.02%
1,000
+500
279
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+675
280
$40K 0.02%
700
281
$39K 0.02%
650
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282
$38K 0.02%
+170
283
$37K 0.02%
300
+150
284
$37K 0.02%
276
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285
$37K 0.02%
600
+400
286
$37K 0.02%
663
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287
$37K 0.02%
300
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288
$36K 0.02%
710
289
$36K 0.02%
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290
$36K 0.02%
440
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291
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292
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669
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293
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650
294
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295
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296
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297
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104
298
$35K 0.02%
334
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299
$35K 0.02%
525
300
$35K 0.02%
100
10 11
12
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